Scheme Offer Documents
MAS Retirement Savings Scheme - Product Disclosure Statement (with Application Form)
Download
MAS Retirement Savings Scheme - Other Material Information
Download
MAS Retirement Savings Scheme - Statement of Investment Policy and Objectives
Download
Forms
Investment Strategy Change Request (Switch) Form
Download
Direct Debit Authority Form
Download
Direct Debit Amendment or Cancellation Form
Download
Health NZ Form
Health NZ/RNZCGP Contributions Form
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Retirement Withdrawal Form
Retirement Withdrawal Application Form
Download
Early Withdrawal Forms
Significant Financial Hardship Withdrawal Application Form
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Serious Illness and Permanent Disability Withdrawal Application Form
Download
Permanent Emigration Withdrawal Application Form
Download
Deceased Member Withdrawal Form
Download
Forms
Transfer to a KiwiSaver Scheme
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Transfer to a Superannuation Scheme
Download
Transfer Superannuation Funds into the MAS Retirement Savings Scheme
Download
Quarterly Fund Updates
MAS Retirement Savings Scheme Fund Update Booklet 31 December 2023
Download
MAS Retirement Savings Scheme Fund Update Booklet 30 September 2023
Download
MAS Retirement Savings Plan Fund Update Booklet June 2023
Download
MAS Retirement Savings Scheme Fund Update Booklet March 2023
Download
MAS Retirement Savings Scheme Fund Update Booklet December 2022
Download
MAS Retirement Savings Scheme Fund Update Booklet September 2022
Download
MAS Retirement Savings Scheme Fund Update Booklet June 2022
Download
MAS Retirement Savings Scheme Fund Update Booklet March 2022
Download
MAS Retirement Savings Scheme Fund Update Booklet December 2021
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MAS Retirement Savings Scheme Fund Update Booklet September 2021
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MAS Retirement Savings Scheme Fund Update Booklet June 2021
Download
MAS Retirement Savings Plan Fund Update Booklet 2021
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MAS Retirement Savings Plan Fund Update Booklet 2020
Download
MAS Retirement Savings Plan Fund Update Booklet 2019
Download
MAS Retirement Savings Plan Fund Update Booklet 2018
Download
MAS Retirement Savings Plan Fund Update Booklet 2017
Download
Fund Holdings
MAS Retirement Savings Scheme Fund Holdings Booklet as at 30 September 2023
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MAS Retirement Savings Scheme Fund Holdings Booklet as at 30 June 2023
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MAS Retirement Savings Scheme Fund Holdings as at 31 March 2023
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MAS Retirement Savings Scheme Fund Holdings as at 31 December 2022
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MAS Retirement Savings Scheme Fund Holdings as at 30 September 2022
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MAS Retirement Savings Scheme Fund Holdings as at 30 June 2022
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MAS Retirement Savings Scheme Fund Holdings as at 31 March 2022
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MAS Retirement Savings Scheme Fund Holdings as at 31 December 2021
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MAS Retirement Savings Scheme Fund Holdings as at 30 September 2021
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MAS Retirement Savings Scheme Fund Holdings as at 30 June 2021
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MAS Retirement Savings Plan Fund Holdings as at 31 March 2021
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Annual Reports
MAS Retirement Savings Scheme Annual Report 2023
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MAS Retirement Savings Scheme Annual Report 2022
Download
MAS Retirement Savings Plan Annual Report 2021
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MAS Retirement Savings Plan Annual Report 2020
Download
MAS Retirement Savings Plan Annual Report 2019
Download
Annual Statements - Information on Fees
Annual Fees Calculation Methodology
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Financial Statements
MAS Retirement Savings Scheme Financial Statements for the year ended 31 March 2023
Download
MAS Retirement Savings Scheme Financial Statements for the year ended 31 March 2022
Download
MAS Retirement Savings Plan Financial Statements for the year ended 31 March 2021
Download
MAS Retirement Savings Plan Financial Statements for the year ended 31 March 2020
Download
Medical Funds Management Limited is the manager and issuer of investments in the MAS KiwiSaver Scheme and the MAS Retirement Savings Scheme (the ‘Schemes’) Copies of the Product Disclosure Statements (PDS) for each Scheme are available here:
If you would like to talk to a MAS adviser, phone 0800 800 627 or email info@mas.co.nz